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Strategic Advisers LLC CRD 104555
$1.37T regulatory AUM 17,518 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sauce Pizza & Wine | Dallas | TX | 01/2021 | 03/2021 |
| Unemployed | Dallas | TX | 05/2019 | 08/2019 |
| Bear Staffing | Las Colinas | TX | 10/2019 | 03/2020 |
| Valet Living | Dallas | TX | 08/2019 | 09/2019 |
| Mark Spain Real Estate | Plano | TX | 09/2022 | 10/2022 |
| Texas Secuities Inc. | Carrollton | TX | 03/2023 | 06/2024 |
| Unemployed | Dallas | TX | 06/2024 | 01/2025 |
| Fidelity Investments | Westlake | TX | 01/2025 | Present |
| Unemployed | Dallas | TX | 12/2020 | 01/2021 |
| Southern Star | Chattanooga | TN | 06/2016 | 11/2016 |
| Personal Capital | Dallas | TX | 01/2019 | 05/2019 |
| Student | Chattanooga | TN | 01/2013 | 01/2019 |
| Student | Dallas | TX | 08/2014 | 01/2019 |
| El-Lynx | Lewisville | TX | 03/2020 | 11/2020 |
| Squeezed Juice | Dallas | TX | 09/2019 | 10/2019 |
| Trugreen Lawn | Dallas | TX | 07/2019 | 09/2019 |
| State & Allen Restaurant | Dallas | TX | 04/2022 | 09/2022 |
| Unemployed | Dallas | TX | 10/2022 | 03/2023 |
| Valet Living | Dallas | TX | 11/2021 | 12/2021 |
| Ben Lauer Real Estate | Dallas | TX | 03/2021 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-17 |
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